Eden Advisory Services, LLC

Overview

Eden Advisory Services, LLC is an independent, individually owned registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm focuses on serving individual and family clients and combines fee models that include a percentage of AUM, hourly charges, and fixed fees. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. The firm also operates as a salesperson of other financial products. Eden does not identify as an ESG-focused manager and is not positioned as a multi-state capital allocator. The firm’s business mix and fee flexibility indicate a hybrid advisory model that can cater to both ongoing portfolio management relationships and more limited-scope planning or consulting engagements.

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Public Holdings

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Location & Offices